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CAM

Cresset Asset Management Portfolio holdings

AUM $23.1B
1-Year Est. Return 27.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.7B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$92.2M
3
+$42.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.1M
5
GLD icon
SPDR Gold Trust
GLD
+$26.7M

Top Sells

1
+$573M
2
+$51.2M
3
+$20.8M
4
PLTR icon
Palantir
PLTR
+$11M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 23.56%
2 Financials 7.25%
3 Communication Services 6.25%
4 Industrials 3.08%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.93M 0.01%
32,347
-61
527
$1.93M 0.01%
18,422
+956
528
$1.92M 0.01%
100,848
+5,065
529
$1.92M 0.01%
18,935
+24
530
$1.91M 0.01%
26,058
531
$1.91M 0.01%
44,048
+2,314
532
$1.91M 0.01%
23,922
+1,222
533
$1.91M 0.01%
4,551
+54
534
$1.91M 0.01%
93,249
+2,040
535
$1.9M 0.01%
13,615
-111
536
$1.9M 0.01%
22,546
+4,848
537
$1.9M 0.01%
49,565
-161
538
$1.9M 0.01%
8,080
+402
539
$1.89M 0.01%
43,742
+2,689
540
$1.89M 0.01%
24,686
+6,415
541
$1.89M 0.01%
22,730
+16
542
$1.88M 0.01%
+141,783
543
$1.88M 0.01%
7,231
+64
544
$1.86M 0.01%
17,429
-411
545
$1.86M 0.01%
+24,042
546
$1.85M 0.01%
67,152
+315
547
$1.85M 0.01%
18,434
+8,735
548
$1.83M 0.01%
+25,746
549
$1.82M 0.01%
26,857
+1,093
550
$1.81M 0.01%
25,469
+523
20 21
22
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